Just incredible that I am learning this for free! Even if I do not fully understand all the details, just grasping the concept is a game changer. Thanks! 🙏
I got burnt trying to short SITM thinking there was no way their data center bull case would play out because it was significantly worse (and more expensive) than quartz. I never understood why NVDA started using them until now, thanks
Yea it took me a week to figure out why Nvidia picked SiTime for NVLink. I literally work in industry and it took me a while lol. PPM control realization mind blowing for me.
Yup, I’m subscribed with AYZ and his ANET thesis saves me from shorting it. Other than that, amazing write ups. You can be a professor at this rate.
Just incredible that I am learning this for free! Even if I do not fully understand all the details, just grasping the concept is a game changer. Thanks! 🙏
Thank you so much for this well researched article. This is a must read
Hey man, thanks a lot for your research, it’s truly appreciated.
I got burnt trying to short SITM thinking there was no way their data center bull case would play out because it was significantly worse (and more expensive) than quartz. I never understood why NVDA started using them until now, thanks
Yea it took me a week to figure out why Nvidia picked SiTime for NVLink. I literally work in industry and it took me a while lol. PPM control realization mind blowing for me.
typo at the start of [2]Noise "signal no noise ratio"
fixed